Northwestern Mutual

Financial Advisor in Monroe County, MI


Firm Size
Assets Under Management: $0
# of Advisors: 2,170
# of Clients: 0
Client to Advisor Ratio: -
Average Account Size: 0
# of Offices: 1

Services Offered
  • Other

Available Fee Structures
  • Fixed Fees (Other than subscription)
  • Other

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Northwestern Mutual Investment Services,LLC Overview

Northwestern Mutual Investment Services, LLC is a fee-based registered investment advisory firm that offers a range of financial services to its clients. With its headquarters in Milwaukee, Wisconsin, the firm has been in business since 1971. It is a broker-dealer and an insurance broker/agent that provides investment advice to its customers. The firm's fee-based arrangement enables it to offer its clients transparent and objective advice without the conflicts of interest that come with traditional commission-based models. Through the firm's investment research capabilities, clients benefit from market insights and analysis that inform investment decisions. In addition, the firm offers referrals to other advisers to ensure that clients receive the best investment opportunities in the market. With its extensive experience in the financial industry, Northwestern Mutual Investment Services, LLC provides tailored investment advice that helps clients meet their long-term financial goals. Whether clients are looking to invest in stocks, bonds, mutual funds or other securities, the firm provides expert guidance to help clients make informed decisions. This personalized approach has helped the firm establish a reputation as a reliable provider of financial services.

Northwestern Mutual Investment Services, LLC is dedicated to serving a diverse array of clients. From high net worth individuals, to small business owners and families, the firm caters to all. The advisors at Northwestern Mutual Investment Services, LLC have a strong understanding of the unique needs of each client and work diligently to provide personalized financial plans that align with their goals and objectives. The firm strives to maintain long-term relationships with its clients and to be a trusted partner on their financial journey. When it comes to fee structures, Northwestern Mutual Investment Services, LLC offers a range of options depending on the services provided. Fixed fees are available for clients seeking a one-time financial plan or consultation. Other types of fees may include an ongoing asset management fee based on a percentage of assets under management. Additionally, the firm may offer commission-based pricing for certain types of financial products. The advisors at Northwestern Mutual Investment Services, LLC are transparent in their fee structures and work with clients to choose the most appropriate option for their individual needs. Overall, Northwestern Mutual Investment Services, LLC is committed to delivering quality financial advice and services at a fair and reasonable cost to its valued clients.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Northwestern Mutual Investment Services, LLC, the investment minimum is not mentioned.

How This Office Can Help Monroe County, MI Residents

Northwestern Mutual provides comprehensive financial planning services to clients in Monroe County, MI, helping them prepare for their future and achieve their financial goals. Monroe County is a largely rural area with a mix of manufacturing, agriculture, and tourism industries. Many residents may be facing unique financial situations, such as owning and operating a farm or small business, dealing with fluctuating incomes, or planning for retirement on a modest budget. Northwestern Mutual's financial advisors can help clients navigate these challenges and develop tailored investment and wealth management strategies to meet their specific needs. They can also provide guidance on insurance options, long-term care planning, and legacy and estate planning. Through these services, Northwestern Mutual can help individuals and families in Monroe County build a solid financial foundation and achieve financial security for years to come.

To view the Minimum Investment and Fee Schedule for Northwestern Mutual Investment Services,LLC, visit their Part 2 Brochure.

Services Offered by Northwestern Mutual Investment Services,LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Northwestern Mutual Investment Services,LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Fixed Fees (Other than subscription)
Other
Unavailable
Percentage of Assets Under Management (AUM)
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees

This Office Location

Firm location 15555 S Telegraph Rd #5, Monroe, MI 48161, USA
Phone (734) 242-1323
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 720 EAST WISCONSIN AVENUE, MILWAUKEE, WI 53202-4797, United States

This firm has no other locations.

State Registrations

Northwestern Mutual Investment Services,LLC is registered to service clients in the following states:

  • Alabama
  • Alaska
  • Arizona
  • Arkansas
  • California
  • Colorado
  • Connecticut
  • Delaware
  • District of Columbia
  • Florida
  • Georgia
  • Hawaii
  • Idaho
  • Illinois
  • Indiana
  • Iowa
  • Kansas
  • Kentucky
  • Louisiana
  • Maine
  • Maryland
  • Massachusetts
  • Michigan
  • Minnesota
  • Mississippi
  • Missouri
  • Montana
  • Nebraska
  • Nevada
  • New Hampshire
  • New Jersey
  • New Mexico
  • New York
  • North Carolina
  • North Dakota
  • Ohio
  • Oklahoma
  • Oregon
  • Pennsylvania
  • Rhode Island
  • South Carolina
  • South Dakota
  • Tennessee
  • Texas
  • Utah
  • Vermont
  • Virginia
  • Washington
  • West Virginia
  • Wisconsin

Disciplinary History

Northwestern Mutual Investment Services,LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Fiduciary Financial Advisor FAQs